Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in the United States

Name: Financial services consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 10,510 companies tracked

RevenueBase identified 10,510 company matches for financial services consultants associated with the United States as of September 2026 and tracks 143,582 professional contacts across them, including 58,296 with verified work emails. New York is the largest hub.

This list covers company matches for financial services consultants associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

10,510Companies

143,582Contacts tracked

58,296Verified emails

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The 25 largest financial services consultants based in the United States

Ranked by team size

Top 25 of 10,510 company matches for financial services consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Alera Group, INC	Exact match	Deerfield, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,643 contacts →
	Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 16, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	HBK Cpas & Consultants	Exact match	Canfield, OH, United StatesHQ recorded Sep 16, 2026	501-1,000	641 contacts →
	Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Sep 16, 2026	n/a	632 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	PFM	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 16, 2026	201-500	502 contacts →
	Exact match “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 16, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 16, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Truenorth Companies, L.C	Exact match	Cedar Rapids, IA, United StatesHQ recorded Sep 16, 2026	201-500	411 contacts →
	Exact match “TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Aldrich	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	201-500	410 contacts →
	Exact match “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Raymond James & Associates, INC	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 16, 2026	10001+	404 contacts →
	Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	IBM Promontory	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	501-1,000	403 contacts →
	Exact match “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 16, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Sep 16, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	YHB Cpas & Consultants	Exact match	Winchester, VA, United StatesHQ recorded Sep 16, 2026	201-500	376 contacts →
	Exact match “We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 16, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial services consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 10,510 financial services consultants based in the United States

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Financial services consultants based in the United States at a glance

As of Sep 16, 2026

40.6%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

3.1%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

8,012

11-50

1,987

51-200

347

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 10,510 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “financial services consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 58,296 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services consultants by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in the United States?

RevenueBase identified 10,510 company matches for financial services consultants associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services consultants?

New York leads with 327 company records, followed by Houston (160) and Atlanta (142).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 58,296 professional contacts with verified work emails tracked across these 10,510 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.